WealthData

WEALTHDATA

Discipline outperforms dopamine

Five bullets, one chart, one setup.

TL;DR

  • Cash‑flow resilience beats narratives.
  • Size positions to survive drawdowns.
  • Rotate when breadth and liquidity improve.

3 min read · Monday Brief

Data over noise — WealthData
WealthData

WEALTHDATA

Data over noise

Dashboards and concise weekly briefs. No fluff — just the numbers that matter.

Macro

Macro Pulse

Lead indicators we watch: inflation nowcasts, labor tightness, curve posture, liquidity proxies.

IndicatorLatestTrend
CPI Nowcast3.1%↘︎ easing
Unemployment4.2%↗︎ softening
10Y Yield4.34%→ stable
Real Estate

Housing Heat

Inventory, days-on-market, affordability, and rate shock scenarios.

  • Inventory (MoI): 3.4 → 3.7
  • DOM (median): 32 days
  • Affordability: 0.86 (vs 10yr avg 1.02)
See dashboards
Latest

Monday Brief

Five bullets, one chart, one setup. A clean read in under two minutes.

Get the brief
From the Desk

Opinionated, not noisy

We write what we trade: risk budgets, factor tilts, and the conditions that matter. Never clickbait.

Read insights